RIAs

Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors.

Expect an "increasing adversarial relationship between industry and regulators" says MarketCounsel’s Andrew Wels.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

Some question whether the CFP’s election of fi360’s Blaine Aikin as 2017 chairman is beneficial or potentially harmful to constituents.

Watch this next year: Digital startups like Blooom may make interesting inroads into the DC space.

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.

What can RIAs do to prevent relatively minor technology hiccups from seriously disrupting their operations?

The biggest challenge with new digital tools is getting people to adopt them and do things differently, says the vice president of technology at Cleary Gull, a Milwaukee-based wealth manager.

RIAs do have a fighting chance against the major players — but only if they are willing to shift their focus. Here’s how.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.